ARGFX Mutual Fund

NAV$86.84

Returns Overview

1 Month
+7.02%
3 Months
+13.59%
6 Months
+11.91%
YTD
+10.96%
1 Year
+29.83%
3 Years (annualized)
+16.48%
5 Years (annualized)
+8.94%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARGFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+18.52%
vs Peers
-7.56%

ARGFX Mutual Fund Performance

ARGFX performance across multiple time periods: 1-month 7.02%, YTD 10.96%, 1-year 29.83%, 3-year 16.48%, 5-year 8.94%, 10-year 12.69%.

ARGFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

ARGFX performance comparison shows side-by-side returns with another fund. ARGFX alternatives are available in the Mutual Fund Screener.